Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$834,691
+$141,651 QoQ
Shares Held
2,550
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,840
of 5,056 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Betterment LLC holds $1,463,951 across 2 Banks - Diversified names. JPM ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,550 | $834,691 | |
| 2 | C |
Citigroup Inc
|
4,496 | $629,260 |
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,691 | 2,550 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $693,040 | 2,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $748,194 | 2,322 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $633,068 | 2,007 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $571,122 | 1,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $378,988 | 1,545 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $438,909 | 1,831 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $263,996 | 1,252 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||